Fee-only adviser · Leander, TX
Pacifica Capital Investments
Pacifica Capital Investments is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Leander, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 30, 2026, it reports $748M in regulatory assets under management, 156 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 125790 · SEC file 801-62010 |
| Office | Leander, TX (mailing address; office not published) |
| Phone | (512) 337-5521 |
| Website | www.pacificacapital.net |
| Regulatory assets under management | $748M |
| Individual clients | 69 non-high-net-worth, 87 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Leander
- Ankerstar Wealth, LLC $146M
- Arusha Wealth Limited Liability Company Not reported
See all 3 fee-only advisers in Leander →
Nearby
- Cedar Park 7 firms
- Lakeway 6 firms
- Round Rock 8 firms
- Bee Cave 1 firm
- Georgetown 4 firms
- West Lake Hills 1 firm
- Austin 125 firms
- Dripping Springs 2 firms
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